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Alex Mathe-Cathala

Partner & Chief Investment Officer

Lifeworks Advisors LLC

United States, California, Huntington Beach

About Me

A graduate of MIT with a Master in Finance, Alex worked at Morgan Stanley, Rothschild, and other notable investment firms. Before joining Lifeworks, he was the Founder and CEO of Aimvest Technologies, a quantitative investment technology firm helping financial institutions and advisors manage risk for their clients. Aimvest was named one of the Top 15 MIT Startups to Watch in 2020 and acquired by Lifeworks in 2021. When Alex and his team aren't developing algorithms to augment our investment offerings, they are preparing market insights and quantitative analyses that add value to our advisors and clients.

Profile Information

Partner & Chief Investment Officer

Lifeworks Advisors LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Huntington Beach

California

United States

Aug 16, 2024

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